Professional experience
David has more than 20 years of experience in business advisory, delivering peace of mind to his clients through practical and holistic advice.
David is genuine, approachable and cares about his clients. He enjoys meeting and working with new people, so naturally he loves his role as a business adviser, delivering long-term financial solutions that benefit his clients and their business.
David typically works with SMEs from a diverse range of industries who all have one thing in common: they need more than just a compliance accountant. His clients are looking for accountability to continuously improve and to understand the numbers so they can make informed decisions. He provides smart advice to his clients to help them achieve their ambitions and create tangible business results. Willing to play ‘devil’s advocate’ and always contributing a fresh perspective, David acts as a sounding board and adds value to any discussion, often helping his clients find opportunities that others miss. His clients have peace of mind and are comfortable in the knowledge that their taxation, business and accounting affairs are being handled with care and consideration.
David has a passion for helping foreign-owned corporations establish operations in Australia. He has assisted numerous clients in commencing their operation in an effective ownership structure while avoiding common pitfalls for foreign-owned entities.
Recent examples of work:
- Restructured a complex group of entities to streamline operations and generate tax planning and asset protection benefits
- Advised a business during a significant growth phase, navigating cash flow and debt management issues whilst multiplying revenue by seven times over three years
- Advised multiple business owners through their sale process, achieving outcomes well beyond expectations
- Saved a client more than $1 million in tax through careful tax planning
- Helped multiple business owners turn losses into profits by implementing focus on KPIs, systems and reporting
- Worked with our tax specialists on transfer pricing policies for a significant global entity, identifying opportunities to reduce international tax burdens
- Assisted a foreign-owned corporation to establish a tax-effective appropriate operating structure for their new Australian branch, including saving them on fees and time by recommending practical approaches and assisting with audit exemptions and substituted accounting periods.
Qualifications and memberships
- Bachelor of Commerce (University of Newcastle)
- Diploma of Financial Planning
- Member of Chartered Accountants Australia and New Zealand (CA ANZ)
